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The Form manager is where you design the questions you ask issuers. Each form issues one credential type when it’s approved, or when it’s submitted for a filing. Only Organization Admins and Super Admins can use it.

Key concepts

How it works

The editor has five steps. You can move back and forth until you publish.

Create a form

1

Open the Form manager

Click Form manager in the sidebar. The list shows each form’s type, credential type, recipient and status. Click Create form (1), or click a form (2) to edit it.
Form manager list with two published forms and callouts on Create form and the first form row

The Form manager list

2

Fill in the form details

Enter a Form Name (1) and a Description (2). Pick a Form Type: Application (3) or Filing. Pick a Credential Recipient: Issuer (4) or Asset. Click Create (5).
Form Details step filled with an example licence application, with callouts on Form Name, Description, Application type, Issuer recipient and Create

Step 1: Form details

3

Pick the credential type

Choose a type from Credential (1). If none fits, click Create Credential (2). When the form is approved, or submitted for a filing, a credential of this type is written to the on-chain registry.
Credential Type step with Know Your Issuer selected and callouts on the Credential picker and Create Credential

Step 2: Credential type

4

Build the form

Add and configure fields. See Form builder.
5

Set the approval workflow

Add the members who approve, in order. See Approval workflow.
6

Review and publish

Check the Form Summary (1): name, description, form type, credential recipient and credential type. Click Publish (2) to make the form available for submissions.
Review and Publish step showing the form summary, with callouts on Form Summary and Publish

Step 5: Review and publish

Reference

Form details

Form list columns

Who can do what

Worked example

You want issuers to apply for a licence. You click Create form and name it Example licence application. You choose Application so every submission is reviewed, and Issuer because the licence belongs to the company. You pick the Know Your Issuer credential type, add fields for legal name, address, website and contact email, and set two approvers. On Review & publish you check the summary and click Publish.

Errors and troubleshooting

FAQ

Use Application when a person must decide, such as a licence. Use Filing for disclosures you accept as submitted.
No. A form has one credential type. Create a second form for a second type.
The workflow assigns reviewers inside your organization. It isn’t part of the questions issuers answer.